LEGG MASON ETF INVT TR's ticker is LVHD and the CUSIP is 52468L406. A total of 106 filers reported holding LEGG MASON ETF INVT TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $307,444 | -7.1% | 9,075 | +0.5% | 0.03% | -25.6% |
| Q2 2023 | $331,102 | -13.2% | 9,029 | -11.7% | 0.04% | -13.3% |
| Q1 2023 | $381,246 | -8.6% | 10,227 | -6.8% | 0.04% | -18.2% |
| Q4 2022 | $417,222 | +8.9% | 10,968 | -2.2% | 0.06% | -5.2% |
| Q3 2022 | $383,000 | +86.8% | 11,220 | +106.2% | 0.06% | +93.3% |
| Q2 2022 | $205,000 | -7.7% | 5,440 | -2.7% | 0.03% | +3.4% |
| Q1 2022 | $222,000 | -78.5% | 5,589 | -78.4% | 0.03% | -78.8% |
| Q4 2021 | $1,034,000 | +5.7% | 25,819 | -5.0% | 0.14% | -2.8% |
| Q3 2021 | $978,000 | -5.6% | 27,177 | -4.4% | 0.14% | +11.9% |
| Q2 2021 | $1,036,000 | +1972.0% | 28,416 | +1872.0% | 0.13% | +1475.0% |
| Q1 2021 | $50,000 | +92.3% | 1,441 | +73.4% | 0.01% | +60.0% |
| Q4 2020 | $26,000 | – | 831 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Benchmark Financial Wealth Advisors, LLC | 629,968 | $21,343,323 | 10.03% |
| ALBION FINANCIAL GROUP /UT | 1,932,499 | $65,473,074 | 6.04% |
| Mill Creek Capital Advisors, LLC | 2,013,386 | $68,213,530 | 2.27% |
| Sovereign Investment Advisors, LLC | 139,675 | $4,732,174 | 1.86% |
| Allworth Financial LP | 3,847,203 | $130,343,241 | 1.12% |
| TAP Consulting, LLC | 115,751 | $3,921,641 | 1.01% |
| Key Client Fiduciary Advisors, LLC | 35,518 | $1,203,350 | 0.74% |
| Centurion Wealth Management LLC | 40,589 | $1,375,167 | 0.67% |
| Arden Trust Co | 110,694 | $3,750,309 | 0.62% |
| Financial Advocates Investment Management | 182,588 | $6,186,082 | 0.44% |